Job Description
Scope of Job:
To develop and utilize knowledge and skills to effectively administer Trust relationships and promote growth of the BankWest Trust Department.
Primary Duties:
Effectively utilizes time to accomplish growth and profit objectives for the Trust Department.
Generate new fee income.
Develops and enhances customer financial relationships through a proactive financial check- up and CRM (top-tier) program focused on both prospective and existing customers. (Documented in Connections)
Proactively contact top tier customers to ensure the attainment of retention goals; make both joint and solo business development calls on potential customers to solicit their business.
Promote BankWest products and services by identifying customer needs. Document calls and referrals in the CRM software, Connections.
Oversee and perform administration of assigned Trust accounts per external regulatory and statutory guidelines and internal policies and procedures.
Secondary Duties:
Work as a team with departmental counterparts on planning and implementing assigned projects and products.
Participate on various committees and project teams as deemed appropriate by management.
Attend, actively participate in organization, job specific training offered, and Quality Service programs.
Adhere to all applicable Policies and Procedures of BankWest organization.
Community involvement is strongly encouraged.
Other duties as assigned.
Requirements
Education:
A Bachelor's Degree in a related field.
Applicable experience and/or related certifications may be considered in lieu of degree.
Attend and complete Wealth Management & Trust Schools, earn CTFA designation.
Experience:
2 years' experience in related field.
Knowledge and Special Skills:
Knowledge of the operation and function of Trust services.
Knowledge of BankWest products and services.
Ability to work dependently and/or independently, under pressure, meet deadlines, and adjust work schedules as needed to complete job responsibilities.
Ability to organize and handle multiple responsibilities while delivering quality external and/or internal Customer Service.
Strong interpersonal skills to ensure effective communication with external and/or internal customers.
Knowledge of banking terminology and procedures.
Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output.
Adhere to Federal Privacy Standards in addition to following BankWest requirements for electronic communication and Social Engineering standards.
BankWest is a "Sales Organization" and all employees are expected to participate directly or indirectly with increasing BankWest's presence in their markets as appropriate.
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